Case Studies

Melissa set Xero up herself
We were approached by Melissa who is a sole trader running a small business. She wanted Xero to help her manage her accounts so she started with the free trial and then kept it running. She set it up herself but soon found that it wasn’t working properly for her. Melissa called us, we talked through her business and what she wanted from Xero and we ran a quick audit of her Xero. She authorised the changes we recommended and we went in and reconfigured and set up a better chart of accounts, set up rules and tracking codes. She popped in for an hours 1-1 training and now she is happily handling her own accounts.

Dave was on MYOB
David runs a small construction firm and was operating the accounts on MYOB but wanted to move to Xero. We managed the conversion across to Xero and recommended an add-on which integrates with Xero and would also reduce his paperwork and streamline process. We did some 1-1 training on Xero for David and his office lady and all is running smoothly and he has moved his annual tax returns to us.

Craig has been on Xero for a while
Craig has been using Xero for a while but was falling behind with a number of the new features and his business had grown a little recently and he wasn’t sure he was getting the best out of Xero. We did an audit on his Xero, implemented the adjustments he agreed to and did some Xero new features training. Craig is now using Xero Payroll and Inventory + has the reports set up to provide the information he needs to run his business.

Gavin needed complete accounts overhaul
Gavin has been in business for a while but as his business grew realised that he wasn’t able to get the ROI (return on investment) information on various jobs and projects. He was also missing regular client billings and was having trouble managing debtors. We set up Xero with tracking codes for jobs & cost centres, put bank rules in place, set up recurring invoices for regular clients and started the automatic payment reminders for his debtors.

Catriona needed accounts management
Catriona had a small business that was calling heavily on her time and she hated accounts and could never find the time to do them. It came to a head when she needed a loan and they wanted to see her books which were months behind. She approached us and is utilising our bookkeeping service to do her data entry, reconciliations & GST. She is now free to manage her clients and get some work done knowing her accounts are always up to date and has information to run her business when she needs it.